Personæ
For Insurance Agency Networks & Aggregators
Every office. Every lead.
Answered in seconds —
in your brand's voice.
An AI agent identity for every office and producer in your network — responding to every quote request instantly, personally, and on-brand. 24/7. Patent-pending.
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01
The Solution
A Simulated Agent Identity for every office.
The moment a lead comes in — at any office — Personae responds in seconds with a video and voicemail in your producer's own face and voice. It books the call, revives cold quotes, and wins the speed-to-lead race. Automatically. No staff. No new software in your agency-management system.
Instant, personal response to every inquiry Email + ringless voicemail — within seconds, every time, 24/7.
A 5-touch cadence that books and re-books From new quote to follow-up to win-back — fully automated.
Email-first — no 10DLC, no DNC friction Sidesteps the texting-compliance headaches that stall insurance outreach.
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The Engine — See It Live
Five touches. Zero staff effort.
These are examples. The wording, the voice, and the backgrounds are tailored to your brand — your words, your look, your world. If you can picture it, just ask.
03
Why It Wins For Groups
One standard of intake excellence — across every office.
Corporate sets the brand, the scripts, the cadence, the look. Every office delivers the same flawless first response — no more "it depends which producer grabbed it." Consistency is the thing networks can never buy with headcount. Now it's a setting.
Centralized control
Brand voice, quote workflows, offers, and disclosure language — governed from HQ, deployed everywhere.
Local authenticity
Each office's own producer, face, and voice — so it still feels personal to the client, at every branch.
04
Total Visibility
Every office, every lead, every bound policy — on one dashboard.
For the first time, corporate sees the whole funnel across the network in real time: leads in, responses fired, calls booked, cold quotes revived, and 🔥 hot-lead signals the moment a prospect engages. Benchmark offices against each other. Spot the leaks before they cost you a quarter.
Speed
response time per office
🔥 Hot
live engagement signals
05
Why Nobody Else Can Copy It
A patent-pending moat — not a chatbot.
Filed patent family
Five provisional patents on the simulated-identity engagement system. This is protected IP, not an off-the-shelf autoresponder.
The right video at every stage
Each prospect gets the right video for where they are — first touch, follow-up, or re-engagement — in your producer's face and voice. Nobody in insurance is doing this at scale.
Built for multi-site
Centralized brand control + per-office authenticity + one dashboard — designed for networks from day one.
06
The Problem — Multiplied
The bigger the network, the more quotes leak — at every office.
Every office, every producer is its own intake bottleneck. Response times vary, follow-up is inconsistent, and corporate has no visibility into the quotes dying across the network — the leads you already paid for.
3–8
carriers per lead
Insurance leads are shopped to several carriers at once. The first to respond, personally, writes the policy. Most producers take hours.
under 60 sec
the winning window
In insurance, leads are shopped in real time. Top performers answer in under a minute — almost no office does.
80%
lost in five minutes
Let a response slip from under five minutes to ten and roughly 80% of your conversion evaporates.
Sources: speed-to-lead industry studies, 2024 · insurance lead-response benchmarks · Harvard Business Review / MIT.
07
The Cost, Across Your Group
One slow producer is a leak.
A whole network is a flood.
Recover just one extra policy per office per week —
$3.6M / yr
across 50 offices at a $1,400 average annual commission. The demand is already there. You're paying for it. It's leaking out the bottom.
Illustrative. Replace with your network's office count, lead volume, and average policy value for a tailored model.
08
Next Step
Pilot three offices.
Prove it. Then roll out the network.
White-glove onboarding, your brand and producers, live in days. We'll model your numbers and run a 60-day pilot — measured against your own intake. You only scale it if it pays.
Personae · Your Mirror Image · hello@usepersonae.com
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